This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CAPTRUST

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 6, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Jan 6, 2015

Dual registered

no

Other names

KATHERINE NICOLE KOSTECKI|KATIE KOSTECKI|KATIE JOHNSON|KATIE N KOSTECKI

IAPD individual key

4671257

• Occurred

  Jun 12, 2023
  Advisor changed firm

  Katherine Kostecki Johnson left Quantitative Advantage, Llc for Captrust (registered 2023-04-21)

  Form ADVobserved 6 days ago
• Occurred

  Jul 27, 2022
  Advisor changed firm

  Katherine Kostecki Johnson left Moneta Group Investment Advisors, Llc for Quantitative Advantage, Llc (registered 2022-08-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:68a59adb-dfba-52b9-521b-9072ef46a4b9

First observed

Jan 6, 2015

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.